Arkolith/Funds/Wellington Grp LLC

Wellington Grp LLC

CIK 2134013
Holdings as of Mar 31, 2026·disclosed May 22, 2026·~52-day 13F lag·13F-HR
Active Filer

Wellington Grp LLC holds a focused book of 306 stocks worth $324.6M as of Q1 2026 (disclosed May 22, 2026, a ~45-day 13F lag). This quarter they opened AMKOR TECHNOLOGY INC and trimmed INVESCO EXCH TRADED FD TR II. Their largest long position is INVESCO EXCH TRADED FD TR II at 13% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
30
new positions
Added to
120
existing
Trimmed
118
reduced
Sold out
46
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
59%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Health Care
5%
Financials
3%
Consumer Discretionary
2%
Industrials
2%
Energy
0%
Materials
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • COHERENT CORP
    −94%$1.8M
  • −94%$1.3M
  • CREDO TECHNOLOGY GROUP HOLDI
    −97%$1.1M
  • DELL TECHNOLOGIES INC
    −93%$960K
  • GOLDMAN SACHS GROUP INC
    −38%$919K
  • WABTEC
    −84%$497K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

394 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
ISHS 1-5YR INVS
$24.7M470.3K
7.6%
+9.1%
Added · +39K sh
2Invesco Exch Traded FD TR II
S&P SMALLCAP 600
$24.5M485.4K
7.5%
+8.0%
Added · +36K sh
3Vanguard Index FDS
MID CAP ETF
$19.8M69.1K
6.1%
+14%
Added · +8K sh
4Invesco Exch Traded FD TR II
SR LN ETF
$16.7M816.5K
5.1%
−5.8%
Reduced · −50K sh
5DBX ETF TR
XTRACK MSCI EAFE
$15.4M311.3K
4.7%
+14%
Added · +38K sh
6Ishares TR
ULTRA SHORT DUR
$14.0M277.4K
4.3%
+6.6%
Added · +17K sh
7Ishares TR
TRS FLT RT BD
$13.6M268.4K
4.2%
+9.1%
Added · +22K sh
8J P Morgan Exchange Traded F
ULTRA SHRT ETF
$12.7M251.6K
3.9%
+9.6%
Added · +22K sh
9Eli Lilly & Co
COM
$11.2M12.2K
3.4%
+4.4%
Added · +508 sh
10Ishares TR
RUS TP200 GR ETF
$9.4M37.7K
2.9%
+24%
Added · +7K sh
11SPDR Series Trust
STATE STREET SPD
$8.9M297.0K
2.8%
+9.3%
Added · +25K sh
12Vanguard Index FDS
SML CP GRW ETF
$8.4M27.7K
2.6%
+2.5%
Added · +680 sh
13Apple Inc
COM
$5.5M21.8K
1.7%
+3.1%
Added · +660 sh
14Nvidia Corporation
COM
$4.7M27.2K
1.5%
−2.7%
Reduced · −764 sh
15Microsoft Corp
COM
$4.5M12.0K
1.4%
+12%
Added · +1K sh
16Alphabet Inc
CAP STK CL C
$4.1M14.4K
1.3%
−5.4%
Reduced · −823 sh
17Tesla Inc
COM
$3.5M9.4K
1.1%
+19%
Added · +2K sh
18Amazon Com Inc
COM
$3.3M15.8K
1.0%
+11%
Added · +2K sh
19Merck & Co Inc
COM
$3.2M26.3K
1.0%
−0.8%
Reduced · −215 sh
20Broadcom Inc
COM
$3.0M9.7K
0.9%
+11%
Added · +924 sh
21Oracle Corp
COM
$2.8M19.1K
0.9%
+17%
Added · +3K sh
22Meta Platforms Inc
CL A
$2.7M4.6K
0.8%
+17%
Added · +688 sh
23Ross Stores Inc
COM
$2.6M12.2K
0.8%
+9.2%
Added · +1K sh
24Cummins Inc
COM
$2.4M4.4K
0.7%
+14%
Added · +553 sh
25Autozone Inc
COM
$2.0M600
0.6%
+2.4%
Added · +14 sh
26Visa Inc
COM CL A
$1.9M6.4K
0.6%
+16%
Added · +861 sh
27Amkor Technology Inc
COM
$1.8M40.5K
0.6%
New
New position
28Schwab Strategic TR
US DIVIDEND EQ
$1.8M57.1K
0.5%
−8.9%
Reduced · −6K sh
29Micron Technology Inc
COM
$1.7M5.1K
0.5%
+48%
Added · +2K sh
30Firstcash Holdings Inc
COM
$1.7M9.2K
0.5%
New
New position
31TJX Cos Inc New
COM
$1.7M10.5K
0.5%
+2.4%
Added · +249 sh
32Stride Inc
COM
$1.6M17.7K
0.5%
+427%
Added · +14K sh
33Adobe Inc
COM
$1.5M6.2K
0.5%
+285%
Added · +5K sh
34Api Group Corp
COM STK
$1.5M36.9K
0.5%
New
New position
35Goldman Sachs Group Inc
COM
$1.5M1.8K
0.5%
−38%
Reduced · −1K sh
36Alphabet Inc
CAP STK CL A
$1.5M5.1K
0.5%
+28%
Added · +1K sh
37Walmart Inc
COM
$1.5M11.8K
0.5%
+6.7%
Added · +744 sh
38McKesson Corp
COM
$1.5M1.7K
0.4%
42×
Added · +2K sh
39Lam Research Corp
COM NEW
$1.4M6.6K
0.4%
+41%
Added · +2K sh
40Citigroup Inc
COM NEW
$1.4M12.4K
0.4%
New
New position
41Mastercard Incorporated
CL A
$1.4M2.7K
0.4%
+5.5%
Added · +144 sh
42Caseys Gen Stores Inc
COM
$1.3M1.8K
0.4%
+16%
Added · +250 sh
43Arch Cap Group Ltd
ORD
$1.3M14.0K
0.4%
+2.7%
Added · +365 sh
44Vanguard Index FDS
TOTAL STK MKT
$1.3M4.1K
0.4%
−18%
Reduced · −907 sh
45Ishares TR
RUS 1000 GRW ETF
$1.3M3.1K
0.4%
+5.2%
Added · +151 sh
46Vanguard Admiral FDS Inc
SMLCP 600 VAL
$1.3M12.8K
0.4%
Held
47Exxon Mobil Corp
COM
$1.2M7.1K
0.4%
−0.4%
Reduced · −27 sh
48Caterpillar Inc
COM
$1.1M1.6K
0.3%
+20%
Added · +269 sh
49JPMorgan Chase & Co
COM
$1.1M3.8K
0.3%
+38%
Added · +1K sh
50Oreilly Automotive Inc
COM
$1.1M11.9K
0.3%
+9.1%
Added · +994 sh
Showing 50 of 394 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 22, 2026394$324.6M13F-HR
Q4 2025Dec 31, 2025May 22, 2026397$300.4M13F-HR/A
Amended / restated
  • Q4 2025 · filed May 22, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.